HoldingsChannel.com
Mondrian Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
FISERV INC 105,000 +57,500 $10,877
     FISV105,000+57,500$10,877
BROADCOM INC 35,000 +18,000 $9,662
     AVGO35,000+18,000$9,662
FACEBOOK INC 41,000 +41,000 $7,301
     FB41,000+41,000$7,301
ANALOG DEVICES INC 65,000 +5,000 $7,262
     ADI65,000+5,000$7,262
MICROSOFT CORP 50,000 -10,000 $6,952
     MSFT50,000-10,000$6,952
VMWARE INC 45,000 +10,500 $6,753
     VMW45,000+10,500$6,753
APPLE INC 30,000 +30,000 $6,719
     AAPL30,000+30,000$6,719
GLOBAL PMTS INC 40,000 +40,000 $6,360
     GPN40,000+40,000$6,360
MASTERCARD INC 22,000 +22,000 $5,975
     MA22,000+22,000$5,975
DATADOG INC 170,000 +170,000 $5,765
     DDOG170,000+170,000$5,765
SALESFORCE COM INC 38,500 +38,500 $5,715
     CRM38,500+38,500$5,715
WESTERN DIGITAL CORP 95,000 +85,000 $5,666
     WDC95,000+85,000$5,666
VARONIS SYS INC 90,000 +22,500 $5,380
     VRNS90,000+22,500$5,380
AVALARA INC 77,000 +11,000 $5,181
     AVLR77,000+11,000$5,181
WEX INC 25,000 -9,000 $5,052
     WEX25,000-9,000$5,052
DELL TECHNOLOGIES INC 95,000 +95,000 $4,927
     DELL95,000+95,000$4,927
SMARTSHEET INC 130,000 +65,000 $4,684
     SMAR130,000+65,000$4,684
MAXIM INTEGRATED PRODS INC 80,000 +10,000 $4,633
     MXIM80,000+10,000$4,633
INTUIT 17,000 +17,000 $4,521
     INTU17,000+17,000$4,521
JUNIPER NETWORKS INC 180,000 +5,000 $4,455
     JNPR180,000+5,000$4,455
ALPHABET INC 3,500 +3,500 $4,274
     GOOGL3,500+3,500$4,274
ADOBE INC 15,000 -10,000 $4,144
     ADBE15,000-10,000$4,144
PAYPAL HLDGS INC 40,000 -11,000 $4,144
     PYPL40,000-11,000$4,144
INTEL CORP 80,000 +80,000 $4,122
     INTC80,000+80,000$4,122
PAYCOM SOFTWARE INC 19,500 +7,500 $4,085
     PAYC19,500+7,500$4,085
KLA CORPORATION 25,000 -13,000 $3,986
     KLAC25,000-13,000$3,986
CADENCE DESIGN SYSTEM INC 60,000 +5,000 $3,965
     CDNS60,000+5,000$3,965
DISNEY WALT CO 30,000 +30,000 $3,910
     DIS30,000+30,000$3,910
SYMANTEC CORP 165,000 +165,000 $3,899
     SYMC165,000+165,000$3,899
TAIWAN SEMICONDUCTOR MFG LTD 80,000 +80,000 $3,718
     TSM80,000+80,000$3,718
MONGODB INC 28,500 -1,500 $3,434
     MDB28,500-1,500$3,434
SQUARE INC 55,000 +55,000 $3,407
     SQ55,000+55,000$3,407
INTERNATIONAL BUSINESS MACHS 22,500 +22,500 $3,272
     IBM22,500+22,500$3,272
LAM RESEARCH CORP 14,000 +3,000 $3,236
     LRCX14,000+3,000$3,236
SPLUNK INC 25,000 +25,000 $2,947
     SPLK25,000+25,000$2,947
CORNERSTONE ONDEMAND INC 45,000 -20,000 $2,467
     CSOD45,000-20,000$2,467
WEIBO CORP 55,000 +55,000 $2,461
     WB55,000+55,000$2,461
NXP SEMICONDUCTORS N V 22,000 -38,000 $2,401
     NXPI22,000-38,000$2,401
TENABLE HLDGS INC 105,000 -25,000 $2,350
     TENB105,000-25,000$2,350
NOKIA CORP 460,000 -140,000 $2,328
     NOK460,000-140,000$2,328
ADVANCED MICRO DEVICES INC 80,000 +80,000 $2,319
     AMD80,000+80,000$2,319
YELP INC 59,000 +59,000 $2,050
     YELP59,000+59,000$2,050
TRIPADVISOR INC 50,000 +50,000 $1,934
     TRIP50,000+50,000$1,934
CTRIP COM INTL LTD 65,000 +25,000 $1,904
     CTRP65,000+25,000$1,904
ACTIVISION BLIZZARD INC 30,000 +30,000 $1,588
     ATVI30,000+30,000$1,588
SKYWORKS SOLUTIONS INC 20,000 +20,000 $1,585
     SWKS20,000+20,000$1,585
TWITTER INC 29,000 +29,000 $1,195
     TWTR29,000+29,000$1,195
LUMENTUM HLDGS INC 20,000 +20,000 $1,071
     LITE20,000+20,000$1,071

See Full List: All Stocks Held By Mondrian Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mondrian Capital Management LLC

Size ($ in 1000's)
At 09/30/2019: $207,064
At 06/30/2019: $205,585

Mondrian Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mondrian Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Mondrian Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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